Financial Adviser

Ortus PSR Ltd; Glasgow; On-site; GBP 60,000 - 80,000; Full time

Benefits offered by this job

Car allowance

OTE £100k+ tools

Job summary

Ortus PSR Ltd. is seeking an Experienced Financial Planner in Glasgow to advise a portfolio of around 150 to 250 households on investments, pensions, protection, and intergenerational planning with interactive cashflow modelling.

You will build long-term client relationships, work with a centralised investment proposition, and collaborate with adviser support and paraplanning colleagues in a compliant, client-focused environment.

Qualifications

• Experience as an adviser with complex needs.
• Diploma Level 4 in Regulated Financial Planning.
• Current SPS (Statement of Professional Standing).
• Demonstrable experience providing regulated financial advice.
• Up-to-date CPD record.

Responsibilities

• Provide regulated advice across investments, pensions, protection and intergenerational planning for a portfolio of circa 150 to 250 households.
• Review clients' circumstances, needs and objectives using interactive cashflow modelling.
• Recommend suitable solutions using a centralised investment proposition.
• Prepare and present clear, personalised financial plans and suitability reports.
• Build strong relationships through engaging regular reviews and proactive communication.
• Identify vulnerable clients and take extra care where needed.
• Contribute to business growth by developing existing client relationships and supporting marketing initiatives.

Skills

Regulated financial advice

Client relationship management

Communication skills

CPD compliance

Education

Level 4 Diploma in Regulated Financial Planning

Job description

Experienced Financial Planner, Glasgow.

Advise a portfolio of around 200 households on investments, pensions, protection and intergenerational planning, bringing plans to life with interactive cashflow modelling.

£60,000 to £80,000 basic salary, on-target earnings of £100,000+, plus car allowance.

This is a busy, client-focused advice business built on integrity, professionalism and continuous improvement. You will build long-term relationships with clients who have complex needs, backed by a centralised investment proposition and dedicated adviser support and paraplanning colleagues.

THE ROLE

• Provide regulated advice across investments, pensions, protection and intergenerational planning for a portfolio of circa 150 to 250 households
• Review clients' circumstances, needs and objectives in depth, using cashflow modelling interactively to bring their plans to life
• Recommend suitable solutions using a centralised investment proposition
• Prepare and present clear, personalised financial plans and suitability reports
• Build strong relationships through engaging regular reviews and proactive communication
• Identify vulnerable clients and take extra care where needed
• Contribute to business growth by developing existing client relationships, identifying new opportunities and supporting marketing initiatives

SUPPORT AND DEVELOPMENT

• Adviser support and paraplanning colleagues working alongside you
• Report to a Financial Planning Manager, with the independence to manage your own portfolio
• Ongoing professional development, including CPD and qualifications
• A regulated, client-focused environment with clear compliance procedures
• A positive team culture where colleagues share knowledge and support each other

ABOUT YOU: ESSENTIAL

• Experience as an adviser, including dealing with clients with complex needs
• Level 4 Diploma in Regulated Financial Planning (CII, CISI or equivalent)
• Current Statement of Professional Standing (SPS)
• Demonstrable experience providing regulated financial advice
• Up-to‑date CPD record

You will have strong technical knowledge of financial products, markets and FCA regulations, excellent communication skills and the ability to explain complex information clearly. You manage your time well, thrive in a fast-paced environment with competing priorities, and are comfortable with change and ongoing learning.

PACKAGE

• Basic salary of £60,000 to £80,000, depending on experience and qualifications
• On-target earnings of £100,000+
• Car allowance